Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRTKX (BMO TARGET RETIREMENT 2035 FUND CLASS R3) | NA | 0.00% | 0.81% | 5.22% | NA | NA | NA | … | … |
Data as of 12/10/2020, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRTKX (BMO TARGET RETIREMENT 2035 FUND CLASS R3) | 01/02/2014 | 12/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.81 | 5.22 | NA | NA | NA | … | … | 0.00 | 10.13 | -7.84 | 19.46 | 6.68 | -3.38 | 7.25 |
| Sharpe Ratio | NA | 0.00 | -0.01 | 0.52 | NA | NA | NA | … | … | 0.00 | 1.47 | -0.74 | 3.35 | 0.54 | -0.27 | 0.77 |
| Standard Deviation(%) | NA | 2.25 | 7.97 | 8.67 | NA | NA | NA | … | … | NA | 5.92 | 12.43 | 5.65 | 11.92 | 12.72 | 9.41 |
| Draw Down(%) | NA | 0.00 | 16.73 | 16.73 | NA | NA | NA | … | … | 0.00 | 3.68 | 16.73 | 1.97 | 10.77 | 12.12 | 7.19 |
| Yield(%) | 0.00 | 0.00 | 3.20 | 3.45 | 1.81 | 1.21 | 0.90 | … | … | 0.00 | 0.00 | 4.74 | 5.91 | 4.39 | 1.54 | 0.21 |
Data as of 12/10/2020, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRTKX (BMO TARGET RETIREMENT 2035 FUND CLASS R3) |
0.87%
Nov 2017 – Nov 2020 |
3.75%
May 2015 – May 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRTKX (BMO TARGET RETIREMENT 2035 FUND CLASS R3) |
11.53%
Sep 2015 – Sep 2018 |
6.32%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart